Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded Iv (EMLP)
This table provides information about the institutional ownership of First Tr Exchange Traded Iv (EMLP) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED IV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.69MNew |
$93.7M - $103M
|
3.69M
$132M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
315KNew |
$8.01M - $8.83M
|
315K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250K+ 92.08% |
$6.35M - $7M
|
522K
$18.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
225K+ 2485.34% |
$5.71M - $6.29M
|
234K
$8.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
198K+ 15.86% |
$5.02M - $5.54M
|
1.45M
$51.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
133KNew |
$3.37M - $3.71M
|
133K
$4.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
93.4K+ 227.35% |
$2.37M - $2.61M
|
134K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87.6K+ 61.5% |
$2.22M - $2.45M
|
230K
$8.2M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
76.6K+ 54.91% |
$1.94M - $2.14M
|
216K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
67KNew |
$1.7M - $1.87M
|
67K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
60K+ 477.26% |
$1.52M - $1.68M
|
72.6K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
55.6KNew |
$1.41M - $1.56M
|
55.6K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
54.4K+ 2.96% |
$1.38M - $1.52M
|
1.89M
$67.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
53.4K+ 2.28% |
$1.36M - $1.49M
|
2.4M
$85.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
45.2K+ 24.48% |
$1.15M - $1.26M
|
230K
$8.19M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
43.4KNew |
$1.1M - $1.21M
|
43.4K
$1.55M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
42.9KNew |
$1.09M - $1.2M
|
42.9K
$1.53M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35KNew |
$888K - $979K
|
35K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
31.6KNew |
$802K - $884K
|
31.6K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
26.6K+ 94.35% |
$675K - $744K
|
54.8K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
22.1K+ 62.97% |
$561K - $619K
|
57.2K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.4KNew |
$494K - $544K
|
19.4K
$693K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
19.2KNew |
$488K - $537K
|
19.2K
$685K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8K+ 22.83% |
$427K - $470K
|
90.4K
$3.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15.7KNew |
$399K - $439K
|
15.7K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.4K+ 7.15% |
$392K - $432K
|
231K
$8.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 61.21% |
$345K - $381K
|
35.8K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.5KNew |
$317K - $350K
|
12.5K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$303K - $334K
|
11.9K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.6K+ 1.01% |
$270K - $298K
|
1.06M
$37.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
10.6KNew |
$268K - $296K
|
10.6K
$377K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.93KNew |
$252K - $278K
|
9.93K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.18K+ 5.36% |
$233K - $257K
|
181K
$6.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8.84K+ 2.35% |
$224K - $247K
|
385K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.41K+ 67.29% |
$214K - $235K
|
20.9K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8.22K+ 4.39% |
$209K - $230K
|
195K
$6.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.77KNew |
$197K - $217K
|
7.77K
$277K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7.58K+ 38.1% |
$192K - $212K
|
27.5K
$979K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7.48KNew |
$190K - $209K
|
7.48K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.27KNew |
$185K - $203K
|
7.27K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.52K+ 10.25% |
$165K - $182K
|
70.1K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.4K+ 16.68% |
$137K - $151K
|
37.8K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
5.17K+ 6.13% |
$131K - $145K
|
89.6K
$3.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4.26K+ 3.01% |
$108K - $119K
|
145K
$5.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.14K+ 83.98% |
$105K - $116K
|
9.07K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.17K+ 2.69% |
$80.5K - $88.7K
|
121K
$4.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
3.07K+ 0.97% |
$77.9K - $85.9K
|
321K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.65K+ 7.95% |
$67.4K - $74.2K
|
36K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.65K+ 3.26% |
$67.3K - $74.1K
|
83.9K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.61K+ 88.63% |
$66.3K - $73.1K
|
5.56K
$198K
|